Hello Mr Jones. This is _________ here in _________, I'm calling to follow up on the burial insurance information that you requested. Where you needing life insurance on yourself, a family member, or both?
That is the script that is in place, but the problem I need help with is how to respond when they say, "I didn't request any information".
I don't want to be confrontational and say YES YOU DID! I would rather transition into more of a questioning process.
*Oh, I'm sorry about the mix up. But since I have you on the phone, why don't we discuss what you currently have in place to protect your family from having to pay for your final expenses.*
Do you think that would be something that would work. I'm sure you will say, just try it and let us know! But just seeing if anyone else has had luck with this type of lead that doesn't remember requesting info and how to diffuse the situation.
That is the script that is in place, but the problem I need help with is how to respond when they say, "I didn't request any information".
I don't want to be confrontational and say YES YOU DID! I would rather transition into more of a questioning process.
*Oh, I'm sorry about the mix up. But since I have you on the phone, why don't we discuss what you currently have in place to protect your family from having to pay for your final expenses.*
Do you think that would be something that would work. I'm sure you will say, just try it and let us know! But just seeing if anyone else has had luck with this type of lead that doesn't remember requesting info and how to diffuse the situation.